A blend of regular income & consistent capital growth
To provide investors with a blend of regular income (with some franking) and consistent capital growth over the long term from a purposeful portfolio of Australian shares, international Shares, property, interest bearing securities and cash. The strategy seeks to deliver strong risk-adjusted total returns over the investment strategy minimum timeframe – provide a return beyond the Benchmark Index with an equivalent level of risk as measured by monthly variability of returns.
Investment Strategy and Approach
The investment process is multi-faceted. It focuses primarily on intensive bottom-up research to identify quality investments that are attractively priced and offer an appropriately compensated risk-reward relationship. This bottom-up research is supplemented by top-down macroeconomic views. Risk management and capital preservation are key themes underlying the portfolio construction. The aim is to reduce asset specific risk and produce consistent and replicable returns.
Designed for Investors Who
- Seek a relatively high level of capital growth on their investment;
- Seek a modest level of income;
- Are willing to accept a high level of short-medium term capital volatility as a trade-off for long-term capital growth;
- Accept the risk of price fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed
Morningstar Multi-Sector Growth
Indicative Number of Stocks
25 – 40, held across a range of asset classes and underlying sub-portfolios.
Minimum Suggested Investment Time Frame
5 to 7 years
Asset Allocation Ranges
|MINIMUM MODEL INVESTMENT||MIN %||TARGET %||MAX %|
|Property & Infrastructure||6||15||20|
|Australian Fixed Interest / Debt Securities||2.5||15||20|
|International Fixed Interest||0||0||20|
Investment Fee 1.04% p.a.
Full details on the Fee and Charges that apply to this Model Portfolio are available via the PDS and Investment Menu.
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